Onboarding

Team & permissions

Owner: Product – Onboarding Β· Last reviewed 2026-01-21 Β· Review every 90 days

Time to complete
10 minutes
Product version
0.1.0

TL;DR

  • Add the teammates who run the day-to-day work.
  • Choose a role so each person sees the right tools.
  • Follow up on invites so everyone gets in quickly.

Steps

Step 1

Open the Team & permissions page

Go to Business β†’ Team & permissions. Review the list to see who already has access.

Step 2

Send invitations

Select Invite teammate, enter their email address, choose a role, and send the invite.

Step 3

Follow up on pending invites

If someone hasn't joined yet, resend the invite or cancel it and send a new one.

Step 4

Adjust roles for existing members

Update roles as responsibilities change so the right people can manage settings and billing.

> Resvo Support member: Every organization includes a fixed Resvo Support member so our team can help when you ask. It stays visible in the list but cannot be edited or removed.

Validate your work

  • Invited teammates appear with the correct role.
  • Accepted users show as active members.
  • Owners can access billing and settings.

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